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Are You Over-Thinking an M&A Deal?
This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...
Oct 1, 20212 min read


How COVID Has Changed Succession Planning for Accounting Firms
COVID continues to impact society and the world. The pandemic has created tragedies and difficulties, and has changed the way we approach...
Jun 1, 20211 min read


Podcast: Top 5 Qualities That Make Your HR Staff Shine
More than hiring and firing, a CPA firm's human resources (HR) staff facilitates collaboration and helps the entire team find the best...
Jun 1, 20211 min read


Video Podcast: Succession Planning & Developing Talent Early
In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...
May 31, 20211 min read


10 Steps to a Superior Tax Department
Running a CPA firm tax department may be a dream role for many professionals or a nightmare. If it is your dream or your responsibility,...
May 18, 20212 min read


How to Protect Your Best Clients from Your Competitors
In every market, CPA firms have a wish list of clients they would like to have. Clients will change accountants for all kinds of reasons....
May 13, 20212 min read


Podcast: What to Expect from a Firm Marketing Professional
A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential...
May 12, 20211 min read


Top 10 Steps to Maximize Profitability
Maximizing profitability is not as simple as raising billing rates and controlling costs. It is a disciplined process that will influence...
May 10, 20211 min read
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